Long Term Care Insurance for Women

Long Term Care Insurance for Women

Did you know that, on average, women outlive men by about five years? With more than two-thirds of Americans age 85 or older being women, long term care is essentially a women’s issue. Lack of early planning around can end up being too costly for women in the...
Budgeting for Retirement

Budgeting for Retirement

Marge Schiller, CFP®, helps you make a retirement budget so that you can enjoy your golden years without the fear of running out of money. This session covers: Why you should create a retirement budget. How to create one: understanding your retirement income,...
Wealthy or Not, Your Estate Matters

Wealthy or Not, Your Estate Matters

June 2 2021 1:00 PM EST with Paula M. Jones The word “estate” is usually associated with high-net-worth individuals. But the truth is estate planning is a must-do for everyone, regardless of income or age. In this webinar, estate attorney Paula Jones will explain...
5 Common Estate Planning Mistakes Made by Women and How to Avoid Them

5 Common Estate Planning Mistakes Made by Women and How to Avoid Them

Whether you are single or married, starting a first job or facing retirement, the path of life is full of choices, challenges and shifting priorities. The presentation will share insights to help you be prepared for all of life’s possibilities. Take away the advice...
Saving and Investing for Retirement

Saving and Investing for Retirement

This presentation will highlight planning for retirement, and how taking small actionable steps, especially early in our careers, can lead to long term success. We will discuss setting savings and retirement income goals, reviewing investment types and options. We...
8,000 Days

8,000 Days

With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which...
What’s in Your 401(k)?

What’s in Your 401(k)?

There are many choices available today to diversify your 401(k) retirement account: index funds, mutual funds, target date funds, and more. A frequent question for investors is: “What are the best options for the most growth?” Understanding your asset allocation is an...
Protecting Your Income – Disability Insurance

Protecting Your Income – Disability Insurance

The ability to earn an income is often a person’s most valuable asset. This non-branded presentation provides detail concerning the risks a person faces with an emphasis on disability. It also provides an overview of the limitations of various options available...
Estate Planning: The Best Gift You Can Give Your Family

Estate Planning: The Best Gift You Can Give Your Family

Learn how to make sure your kids are taken care of no matter what, how to protect your children’s inheritance from bankruptcy, lawsuits, and divorce, and how to ensure your assets go to your heirs and not the government or lawyers. About Laura: Attorney Laura...